AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.78B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,043
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$20.7M
3
+$14.3M
4
MDU icon
MDU Resources
MDU
+$12.2M
5
AQN icon
Algonquin Power & Utilities
AQN
+$10.2M

Top Sells

1
+$10.9M
2
+$7.35M
3
+$6.49M
4
VVV icon
Valvoline
VVV
+$5.97M
5
PLAY icon
Dave & Buster's
PLAY
+$4.46M

Sector Composition

1 Industrials 21.76%
2 Technology 11.84%
3 Consumer Discretionary 7.97%
4 Financials 7.68%
5 Materials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
-31,310
1852
– –
-575
1853
– –
-820
1854
– –
-28
1855
– –
-150
1856
– –
-200
1857
– –
-16
1858
– –
-50
1859
– –
-42
1860
– –
-36
1861
– –
-306
1862
– –
-89
1863
– –
-400
1864
– –
-300
1865
– –
0
1866
– –
-107
1867
– –
-2,275
1868
– –
-6,000
1869
– –
-51
1870
– –
-145,853
1871
– –
-45,492
1872
– –
-2,000
1873
– –
-150
1874
– –
-22,089
1875
– –
-3
72 73 74
75
76